Equity Rollovers in the Sale of a Company

When:
People:Brian G. Filler, Meg E. Manchester
Location:Webinar
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This webinar will provide a brief overview of “rollover equity,” a transaction that has become increasingly common in the sale of businesses. A rollover occurs when the business owners, and sometimes key employees receiving large sale bonuses, are asked or permitted by the buyer to reinvest a portion of their cash proceeds into the ongoing post-sale business. Rollover transactions can both provide sellers and key employees the opportunity to reap additional rewards from post-sale growth and provide buyers assurance that retained key persons maintain a strong incentive to work to build the post-sale business toward a future exit at an even higher valuation.

This webinar will address:

  • Types of rollover structures
  •  Buyers likely to favor rollover transactions
  • Tax issues and structure techniques
  • Potential pitfalls and rewards

Moderator:
Bob Webb, Principal, Miles & Stockbridge

Speakers:
Garrett AstaSenior VP, Houlihan Lokey
Eroncia Berry, Associate, Miles & Stockbridge
Brian Filler, Associate, Miles & Stockbridge 
Meg Manchester, Principal, Miles & Stockbridge

Registration is required.

  • SECAF Members - Complimentary
  • Non-Members - $35

Please register by Tuesday, March 1st at 12:00 pm. Click here to register. 

Contact:
Julia Nelson
Email: info@secaf.org
Phone: (703) 574-1117

Hosted by Small and Emerging Contractors Advisory Forum (SECAF). Sponsored by Miles & Stockbridge.